StockDriftsStockDriftsTop 50 MorganRosel Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 18.91% | 149.5K | $47.9M | -37.53%(-89.78K) | $185.04(+99.28%) | 2026-03-31 | |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 6.66% | 682.6K | $16.9M | -41.29%(-480.04K) | $16.81(+63.37%) | 2026-03-31 | |
| VOO | VANGUARD S&P 500 ETF | 3.51% | 14.9K | $8.9M | -9.10%(-1.49K) | $464.69(+47.38%) | 2026-03-31 | |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 3% | 155.3K | $7.6M | -33.00%(-76.53K) | $34.38(+53.40%) | 2026-03-31 | |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 2.78% | 76.5K | $7.1M | -34.23%(-39.81K) | $91.99(-0.21%) | 2026-03-31 | |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 2.77% | 93.4K | $7.0M | -13.04%(-14.00K) | $50.51(+64.29%) | 2026-03-31 | |
| SPY | STATE STREET SPDR S&P 500 ETF | 2.56% | 10.0K | $6.5M | -45.26%(-8.26K) | $290.74(+156.16%) | 2026-03-31 | |
| VPLS | VANGUARD CORE PLUS BOND ETF | 2.52% | 82.2K | $6.4M | -34.35%(-43.01K) | $77.16(+0.05%) | 2026-03-31 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 2.4% | 95.0K | $6.1M | -21.36%(-25.79K) | $49.73(+42.38%) | 2026-03-31 | |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | 2.37% | 182.5K | $6.0M | -39.14%(-117.39K) | $26.57(+34.92%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.31% | +41.65% |
| Top 20 Holdings Unweighted | +11.10% | +37.13% |
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